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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSRUANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,000 | $46,745-33.7% | $60,547-48.8% | $52,331-40.8% |
| Participation rate | 21.4% | 58.6%-37.1pp | 68.0%-46.5pp | 68.1%-46.7pp |
| Annual return | 1.67% | 0.61%+1.1pp | 335.64%-334.0pp | 4.54%-2.9pp |
| Employer contribution / active EE | $324 | $1,259-74.2% | $2,419-86.6% | $1,882-82.8% |
| Participant deferral / active EE | $457 | $2,145-78.7% | $3,328-86.3% | $3,022-84.9% |
| Admin fee / account holder | $45 | $537-91.7% | $4,536-99.0% | $592-92.4% |